The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude for Financial Services is redefining the wealth management landscape as a purpose-built AI collaborator, empowering advisors and firms to streamline research, enhance compliance, and deliver superior client outcomes.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
The third study of our Peaks Research series evaluates 10 of the top wealth platforms serving the wealth management community, highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay to learn how to harness AI for efficiency while protecting your firm and your clients.
Watch this webinar replay with John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, John O'Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers
John O'Connell will be leading a panel on AI and data, as well as a CTO Think Tank, at the 2025 Wealth Management EDGE conference in Boca Raton, Florida, June 10-12, 2025.
